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Just-In-Time Board Orientation

This webinar has been designed in response to the expressed concern that it can sometimes take new board members several months or more to fully understand their roles and responsibilities. Just-In-Time Board Orientation will provide a clear, crisp picture of your board member’s responsibilities in policy development, strategic planning, fiduciary duties, fundraising, and oversight functions. This session will provide information, tools and techniques needed to bring new board members up to speed quickly. It will increase their confidence and their productivity in board and committee meetings right from the start. As a result, new board members will be better able to “hit the ground running.” Just-in-Time Board Orientation can even be offered to prospective board members to assist them in making an informed decision about whether to join your board. The session can also help current board leaders re-focus their efforts. Attendees will receive a board orientation resource packet. The Just-in-Time Board Orientation program will be held on a regular basis during the coming year in order to provide nonprofits with a dependable high quality resource they can count on as they integrate new board members into active board service on an ongoing basis.

Special Features: Attendees will receive a board orientation resource manual in advance of the webinar. After the session, they will receive the PowerPoint presentation file used in the webinar. a link to the on-demand recording of the webinar, as well as access to answers to future questions, leads on additional capacity building resources, and more.

Who Should Attend: New board members, prospective board members, individuals thinking of joining a board and looking for a convenient way to find out what board service entails, executive directors, chairpersons of board nominating, governance, and training and development committees.

Attend As A Team: This webinar can be viewed by several board members from the same organization using one computer making your investment in Just-in-Time Board Orientation even more cost effective.

Presenter: Frank Martinelli

Session Agenda

Overview of Board Roles

  • Collective board responsibilities
  • Individual board member responsibilities
  • Legal standards

The Board at Work

  • Strategic planning
  • Policy making
  • Board/Staff relations
  • Meetings
  • Committees
  • Decision-making flow

Other Resources for Board Member Training and Development

  • Print and web-based resources
  • Organizations

Presenter Bio: Frank Martinelli, The Center for Public Skills Training

Frank Martinelli has over 35 years of work, training and consulting experience with a variety of nonprofit and public sector organizations. He is president of the Center for Public Skills Training where he specializes in strategic planning, governing board development, volunteer management, and community partnership and alliance building. Since 1976 over 25,000 professional staff, board and other volunteer leaders have benefited from Frank's practical, results-oriented training and consultation.

Frank served as a member of the national faculty of The Learning Institute, a joint venture of the Society for Nonprofit Organizations, PBS, United Way of America, and the University of Wisconsin-Extension designed to deliver training through a range of emerging technologies. The Learning Institute, faculty and partners were the recipient of the American Distance Education Consortium 2000 Award for the “Certificate of Excellence in Nonprofit Leadership and Management Satellite Series”. He has provided training and consultation to over 1800 organizations in the US including Peace Corps, Head Start, The Points of Light Foundation, Association of Volunteer Administration, the American Camping Association, Wisconsin Association of Homes and Services for the Aging, Evangelical Lutheran Church in America, Medical College of Wisconsin, Greater Milwaukee Committee, American Lung Association and others. From 1981-1992, Frank served as Coordinator of THE RESOURCE CENTER, a major provider of training to nonprofit groups in the Greater Milwaukee area.

A graduate of the University of Wisconsin with an M.S. in Urban Affairs, Frank has done numerous workshops on nonprofit management topics with special emphasis on involvement of the Board of Directors. Frank has written extensively about the management of nonprofit organizations and is a contributing author to the New Directions publication by Jossey-Bass, "Small Nonprofits: Strategies for Fund Raising Success." He has been trained by the Peter F. Drucker Foundation in the use of the Organizational Self-Assessment Tool. Frank has completed the Advanced Board Consultant Training Program offered by BoardSource, formerly known as the National Center for Nonprofit Boards. Frank has recently completed the Distance Education Professional Development Certification Program offered at the University of Wisconsin and is presently developing a number of web-based and other distance learning offerings for nonprofits. Frank also publishes the Strategic Thinking and Planning Blog offering his reflections on strategic planning in the nonprofit sector.

Frank served as a community organizer for the Citizen Action Program (CAP) in Chicago and as a founding organizer and staff director of the Milwaukee Alliance of Concerned Citizens. He also served as Senior Training Consultant to ACTION/VISTA from 1977 to 1981.In addition to his professional work, since high school days, Frank has played key roles in founding and leading a number of nonprofit organizations. In 1993, the Wisconsin Association of Nonprofit Organizations established The Frank Martinelli Volunteer Achievement Award. The award recognized excellence in voluntary service to the nonprofit sector in Wisconsin.

What others are saying about Just-in-Time Board Orientation

“This is one of the best webinars I have heard on this subject!”

 “Great resource that I would like to incorporate into my future work in board governance.  In particular the webinar could be used as an additional resource, above and beyond the agency board orientation, for first time board members.”

 “The webinar gave me tools, ideas and information about board service that I will be able to use to increase my effectiveness as a board member.”

 “Very good for beginners and people contemplating being board members.” 

 “The Resource Manual has lots of templates I can use and provides clear delineation of responsibilities.”

 “This was a very useful format.  It offers more flexibility than a traditional workshop approach and since it can be tailored to an agency, it will be good in both a general sense and a more targeted audience.”   

 “I had never participated in a webinar before and found it very easy...The system for asking questions was easy to use."

"There is nothing so useless as doing efficiently that which should not be done at all." Peter F. Drucker  View Past Quotes

frank@createthefuture.com susan@createthefuture.com

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Revised: June 20, 2016